Proven Outcomes Across Private Equity, Venture Capital & Growth Platforms
For over 25 years, Globe Matrix Consulting has been embedded in high-stakes situations where financial clarity, disciplined execution, and senior partner judgment are paramount. Explore our track record across fund platforms, portfolio turnarounds, and scale-ups.
Multi-Entity Working Capital Turnaround
PE-Backed Portfolio Company · ~$25M Revenue · 12+ Entities
A distressed portfolio company operating across 12+ entities required immediate financial stabilization, debt renegotiation, and performance visibility.
Worked closely with the acting CEO, internal finance team, and private equity partner to support the turnaround process, including financial review, 13-week cash flow modeling, strategic divestiture analysis, vendor-term discussions, and debt-restructuring efforts.
Supported a working capital improvement of over 900% within five months by providing financial review, cash flow modeling, and turnaround support alongside the acting CEO, internal finance team, and private equity partner.
Fund Performance & LPA Waterfall Modeling
Top-Tier Private Equity Firm
Required a comprehensive, decision-ready financial model capable of analyzing multi-tier fund performance, liquidity events, and complex LPA economics.
Co-authored an interactive IRR model incorporating custom liquidity-event scenarios, U.S. vs. European waterfall structures, and LP-specific term customization.
Strengthened fund performance projections and enabled data-driven capital allocation and LP reporting.
Scalable Platform Financial Infrastructure
Emerging Private Equity Impact Platform
An emerging platform needed robust, scalable financial infrastructure and performance reporting to support rapid AUM growth.
Worked with the team to strengthen financial infrastructure, build ROI benchmarking models, IRR tables, and performance matrices, and support the transition of fund accounting to a third-party fund administrator.
Supported platform growth to approximately $250M in AUM through financial modeling, reporting infrastructure, ROI benchmarking, fund-administration onboarding, and ongoing monitoring support.
Venture Capital Platform Infrastructure
$95M SBIC Platform & Multi-Fund Vehicle
A venture capital firm required end-to-end finance operations across multiple funds, co-investment vehicles, and SBIC regulatory frameworks.
Built financial operations from inception across a 12-year partnership covering 2 VC funds, 9 co-investment funds ($75M collective capital), and a $95M SBIC mezzanine fund.
Created durable accounting, tax, investor reporting, and fund-management infrastructure across a complex multi-vehicle platform.
14-Center Healthcare Turnaround & Liquidity Recovery
$50M Ophthalmology Provider Network
A 14-center healthcare organization faced severe liquidity constraints and was nearing bankruptcy.
Worked with the leadership team to develop dynamic financial modeling and cost-reduction analysis, identify immediate cash levers, evaluate center-level margins, and support restructuring discussions.
Supported working capital expansion from approximately $55,000 to $1.5 million over 8 months, helping the organization improve liquidity, avoid bankruptcy, and move toward operational stability.
Fractional CFO Leadership & Exit Support
PE-Backed Global Technology Services Company
A global tech services firm with U.S. and international operations required senior finance leadership while preparing for a strategic M&A transaction.
Provided embedded CFO leadership covering FP&A, cash management, international pricing, board reporting, lender engagement, and QofE / advisor coordination.
Supported transaction readiness while strengthening financial visibility, cash management, reporting, and multi-jurisdictional operating support.
Capital Deployment & Investment Pacing Analytics
Multibillion-Dollar Private Equity Firm
General Partners lacked real-time forward visibility into portfolio-wide investment pacing and capital deployment schedules.
Designed a dynamic capital deployment analytics suite to aggregate portfolio activity and project future capital calls and allocation pacing.
Delivered actionable GP decision-support tools that optimized capital allocation across active funds.
Post-Acquisition Integration & Cash Flow Stabilization
$30M Asset Acquisition Integration
Following a major asset integration, the organization experienced severe billing, payroll, and cash-flow operational bottlenecks.
Developed a 13-week rolling cash flow model and post-merger financial analysis to help identify near-term liquidity needs and prioritize recovery workflows.
Improved cash flow visibility and supported working capital stabilization during a critical integration phase.
Relationships Built on Decade-Long Alignment
Our practice grows primarily through long-term partnerships rather than one-off assignments. Over 25+ years, institutional investors and management teams have relied on Globe Matrix Consulting across multiple fund cycles and growth stages.
Arctaris Impact Investors
14-Year RelationshipMulti-year strategic finance advisory, platform infrastructure, and fund performance modeling.
Brook Venture Partners
12-Year RelationshipLong-term venture capital infrastructure, fund administration, and portfolio company support.
Caydan
4-Year Portfolio RelationshipFractional CFO leadership, financial reporting, cash flow visibility, and strategic finance support across Caydan portfolio company engagements, supported by a 14-year relationship with the managing partner.
Confidentiality & Disclosure Protocol: To preserve strict client NDA standards, certain active engagements are represented via anonymized institutional parameters (e.g., "Top-Tier $1B PE Fund"). Verified client references and detailed case studies are provided during formal partner discussions.
Ready to bring senior financial leadership to your next major decision?
Strategic finance should do more than report results—it should drive action. From 13-week cash flow forecasting and advanced financial models to fund-level IRR analysis, board reporting, and transaction support, every engagement is built around the decisions that matter most.
No-obligation, confidential consultation.